Over the years, a number of you have asked me to write a review about what exactly goes on with a free Empower consultation. For background, Personal Capital was purchased by Empower in 2020 and has made the firm even better. The consultation is worth $799 according to them. Common questions include: Is the consultation […]
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After 11 Fed rate hikes since 2022, interest rates keep rising. Let’s discuss where to invest in a rising interest rate environment today and over the next year. Nobody knows whether rates will continue to move higher from current levels. However, it’s good to layout a what if scenario so we can be better positioned.
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I’ve admitted to disliking the stock market during times of great volatility. But, there are those rare days when everything goes right and I just love it. Those days are when your shorts go down in an up market, when your longs go up in a down market, your longs go up more during an
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Let me share with you how to make a lot of money in the stock market and STILL feel bad. The stock market really has a way of humbling us all at some point. On May 5, 2013 I wrote an article called, “Should I Invest In China? A Top Down And Bottoms Up Perspective.”
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Concentration risk can cause an investment portfolio to underperform or be too volatile for your own liking. Concentration risk is why you need to analyze your investment portfolio at least once a year. I suggest you rebalance your portfolio twice a year because your positions can change quite drastically as a percentage of your portfolio
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Your car says a lot about your investing style and money making acumen. The nicer your car, perhaps the more aggressive you are as an investor. Quick: what was the fastest production car that General Motors made in 1987? The Corvette? A common answer – but the performance champion was the lesser known Buick GNX,
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At least once a year, you need to do an asset allocation review. An asset allocation review will help make sure you have the proper risk exposure. In a bull market, the wealthy get way more wealthy than the average person. Even if your $300,000 portfolio is up 30% to $390,000 this year, that’s nothing
Asset Allocation Review – How Much Richer Do You Feel In This Bull Market? Read More »
Everybody is worried about a fiscal cliff, so what the hell is it? In a nut shell, Bernanke coined the term in Feb 2012 as a way to describe massive spending cuts and tax hikes in January 2013 if there is no budget deal in Washington DC. Because the House is still controlled by the
Solutions To The Fiscal Cliff: Time To Start Investing? Read More »
A self-directed IRA may be a good idea. Let me explain why, especially if you invest in growth stocks and have a proclivity to day trade. With a self-directed IRA, you can do much Picture the scenario: You’ve been a virtual slave to your office. (Hard to imagine, right?) There’s always some paper to be filed, some
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Poor financial decisions haunt us all. It’s hard to know you’re making a poor financial decision until after the fact. Things sure felt great at the top of the market in 2007. Stocks were on fire. Real estate could do no wrong. Turning 30 was only slightly depressing for several days. I even remember being
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